MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 18,535 $5.32M 5.79% +56 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 18,462 $5.3M 3.78% +1,560 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 18,458 $5.3M 0.83% +1,682 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 18,431 $5.29M 1.11% -18,040 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 18,405 $5.29M 0.56% -47 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 18,401 $5.28M 3.29% +31 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 18,314 $5.26M 0.33% +12 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 18,232 $5.24M 0.02% +3,758 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 18,211 $5.23M 0.24% +1,152 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 18,179 $5.22M 1.64% -1,406 13F-HR/A Timeline Keystone Financial Group More: the full row for Keystone Financial Group 18,133 $5.21M 0.36% +15 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 18,131 $5.21M 0.65% -21 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 17,178 $5.19M 0.31% +631 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 17,954 $5.16M 1.16% -2,428 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 17,930 $5.15M 1.62% +222 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 17,874 $5.13M 1.19% +481 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 17,857 $5.13M 0.37% -1 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 17,836 $5.12M 1% +710 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 17,803 $5.11M 0.13% +997 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 17,796 $5.11M 3.14% +13,682 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 17,781 $5.11M 0.3% +1,030 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 17,758 $5.1M 0.71% +707 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 65,867 $5.08M 0.06% +49,130 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 17,584 $5.05M 0.29% -259 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 17,529 $5.03M 0.73% +214 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 17,519 $5.03M 0.18% +2,661 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 17,453 $5.01M 0.03% -893 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 17,431 $5.01M 0.63% -516 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 17,403 $5M 1.63% +1,382 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 17,402 $5M 0.06% -581 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 17,369 $4.99M 1.88% +271 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 17,358 $4.98M 1.76% +78 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 17,075 $4.96M 0.1% 0 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 17,187 $4.94M +375 Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 17,119 $4.92M 0.97% +1,135 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 17,087 $4.91M 3.53% -21 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 16,919 $4.86M 1.35% -349 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 16,905 $4.85M 1.02% -185 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 16,863 $4.84M 0.01% +11,937 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 16,845 $4.84M 1.25% -91 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 16,812 $4.83M 0.49% +2,364 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 16,690 $4.79M 2.2% -10 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 16,666 $4.79M 0.08% +10,740 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 16,559 $4.76M 0.75% +10,284 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 16,504 $4.74M 0.89% -6,607 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 16,438 $4.72M 2.54% +388 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 16,385 $4.71M 1.18% +432 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 16,385 $4.71M 0.04% +997 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 16,356 $4.7M 2.93% +1,034 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 16,254 $4.67M 0.04% -315 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 16,071 $4.62M 2.52% -467 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 16,021 $4.6M 2.6% +801 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 16,018 $4.6M 0.78% -1,934 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 15,962 $4.58M 0.05% +1,014 13F-HR Timeline Group WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 15,959 $4.58M 2.29% +3,555 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 15,056 $4.55M 1.14% -598 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 15,785 $4.53M 0.11% +5,520 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 14,957 $4.53M 0.15% -258 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 15,758 $4.53M 0.66% -574 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 15,722 $4.52M 0.31% +533 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 15,700 $4.51M 0.32% -7,189 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 15,458 $4.44M 0.07% +1,894 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 15,344 $4.41M 0.15% -316 13F-HR Timeline Group Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 15,330 $4.4M 0.39% -1,472 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 15,301 $4.39M 2.91% -175 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 15,264 $4.38M 0.49% +503 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 15,152 $4.35M 4.3% -4,558 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 15,138 $4.35M 0.22% +471 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 15,114 $4.34M 0.09% +97 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 15,035 $4.32M 0.21% -135 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 15,015 $4.31M 0.56% 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 14,962 $4.3M 1.98% +553 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 14,926 $4.29M 0.75% +104 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 14,902 $4.28M 0.59% -552 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 14,865 $4.27M 2.79% +980 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 14,715 $4.27M 0.38% -84 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 14,850 $4.26M 3.28% +260 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 14,845 $4.26M 2.77% -395 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 14,739 $4.23M 0.11% 0 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 14,703 $4.22M 1.27% -2,559 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 14,691 $4.22M 2.97% +698 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 14,651 $4.21M 2.29% -3,761 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 14,603 $4.19M 0.88% -689 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 14,577 $4.19M 1.18% +1,096 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 14,569 $4.18M 0.11% +1,160 13F-HR Timeline Group Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 14,544 $4.18M 3.42% -1,566 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 14,488 $4.16M 0.99% -932 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 14,476 $4.16M 5.08% -1,879 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 14,472 $4.16M 1.9% +83 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14,408 $4.14M 0.08% -343 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 14,345 $4.12M 0.25% +214 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 14,342 $4.12M 3.39% -443 13F-HR Timeline M3 Wealth Management, LLC More: the full row for M3 Wealth Management, LLC 14,328 $4.11M 3.17% +1,396 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 14,315 $4.11M 1.07% -284 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 14,277 $4.1M 0.13% +682 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 14,274 $4.1M 0.23% -6,119 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 14,213 $4.08M 0.08% +1,717 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 14,181 $4.07M 0.39% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 14,147 $4.06M 0.18% +1,097 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 14,114 $4.05M 0.17% -27 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 14,090 $4.05M 2.77% +291 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 14,080 $4.04M 0.67% -82 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 14,033 $4.03M 0.66% +40 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 14,007 $4.02M 0.02% +162 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 13,985 $4.02M 0.69% -33 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 13,282 $4.01M 0.23% -108 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 13,939 $4M 0.01% -587 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 13,847 $3.98M 0.36% -168 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 51,533 $3.97M 0.78% +39,193 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 13,826 $3.97M 0.57% +119 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 15,316 $3.96M 3.83% +1,005 13F-HR Timeline Macco Financial Group, Inc. More: the full row for Macco Financial Group, Inc. 13,737 $3.94M 2.99% -1,755 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 13,675 $3.93M 0.02% -846 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,664 $3.92M 0.09% -560 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 13,637 $3.92M 0.21% -654 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 13,596 $3.9M 0.11% +3,295 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 13,551 $3.89M 0.52% +44 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 13,473 $3.87M 0.07% -665 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 49,905 $3.86M 0.64% +41,627 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 53,730 $3.86M 0.01% -1,795 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 13,416 $3.85M 0.34% 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 13,378 $3.84M 0.24% +1,026 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,329 $3.83M 0.12% -28,706 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 13,320 $3.83M 2.29% 0 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 13,164 $3.78M 1.59% +6 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 13,077 $3.76M 2.22% -223 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 13,056 $3.75M 1.69% +606 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 13,032 $3.74M 0.4% -37 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 12,991 $3.73M 1.18% +122 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 12,938 $3.72M 0.55% +883 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 12,864 $3.69M 1.02% +84 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 12,857 $3.69M 2.5% +285 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 12,774 $3.67M 0.07% -94 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 12,743 $3.66M 0.01% -883 13F-HR Timeline Group GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 12,727 $3.65M 1.66% +748 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,726 $3.65M 0.1% +2,419 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 12,711 $3.65M 2.35% +667 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 12,709 $3.65M 0.43% -566 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 12,696 $3.65M 0.72% +191 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 12,667 $3.64M 0.91% -450 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 12,635 $3.63M 0.39% +1,038 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 12,583 $3.61M 1.48% 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 12,585 $3.59M 1.05% -1,328 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 12,494 $3.59M 0.02% +724 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,473 $3.58M 0.11% -124 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 46,067 $3.56M 0.28% +35,928 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 12,357 $3.55M 1.89% +445 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 12,344 $3.54M 1.35% +667 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12,341 $3.54M 0.05% +1,036 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 12,327 $3.54M 0.05% -1,280 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 12,323 $3.54M 0.57% +6,853 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 12,319 $3.54M 0.71% +992 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 12,310 $3.54M 0.54% +44 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 12,286 $3.53M 0.23% -1,000 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 12,250 $3.52M 0.08% +1,763 13F-HR/A Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 12,190 $3.5M 0.53% -16,755 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,143 $3.49M 0.12% +841 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 12,065 $3.46M 1.47% -102 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 12,063 $3.46M 2.04% +310 13F-HR Timeline City State Bank More: the full row for City State Bank 12,058 $3.46M 0.9% +533 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 11,938 $3.43M 0.2% -13 13F-HR Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 11,930 $3.43M 0.94% +506 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 44,714 $3.43M 2.05% +35,549 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 11,915 $3.42M 1.51% +52 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 11,813 $3.39M 0.19% +10,675 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 11,770 $3.38M 2.02% -89 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 11,702 $3.36M 0.18% +729 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,700 $3.36M 0.09% +2,938 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 11,692 $3.36M 0.27% +714 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 11,654 $3.35M 0.51% -110 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 11,637 $3.34M 0.81% +105 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 11,603 $3.33M 0.06% -276 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 11,597 $3.33M 0.88% +80 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 11,595 $3.33M 2.43% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 43,819 $3.33M 1.72% +34,862 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 11,581 $3.33M 0.08% +10,826 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 11,561 $3.32M 0.63% +707 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 11,556 $3.32M 0.1% -125 13F-HR/A Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 11,520 $3.31M 0.56% -738 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 11,478 $3.3M 0.14% +30 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 11,429 $3.28M 0.4% -141 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 11,355 $3.26M 0.23% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 11,343 $3.26M 0.53% +1,496 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 11,336 $3.26M 1.18% -641 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 11,287 $3.24M 0.19% +247 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 11,280 $3.24M 1.08% +240 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 11,277 $3.24M 0.6% +3,760 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 11,212 $3.22M 0.26% -212 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 41,581 $3.21M 0.09% +32,761 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 11,174 $3.21M 0.32% -1,077 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 11,146 $3.2M 0.49% -896 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 11,145 $3.2M 0.13% +978 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 11,108 $3.19M 0.21% +2,225 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 11,104 $3.19M 3.22% -289 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,062 $3.18M 0.04% -10,410 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,999 $3.17M 0.17% -8,074 13F-HR Timeline Group MAIRS & POWER INC More: the full row for MAIRS & POWER INC 10,997 $3.16M 0.03% +8,902 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 10,974 $3.15M 1.8% -26 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 10,965 $3.15M 0.36% +195 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 10,960 $3.15M 1.1% -151 13F-HR Timeline